Workshops / Events

The economy has changed, the world has changed, and the rules have changed
Has your retirement plan changed to meet the times?
Planning for retirement today is much different than it was even 5 or 10 years ago. The stock market rises and plummets in reaction to events a half a world away. People are living longer than ever, meaning their money needs to last longer. Record government deficits, record government spending, a fickle political landscape, inevitable higher taxes, a weakening dollar… Many retirement plans are simply no longer suitable for today’s volatile economic conditions.
The good news is that you can survive – even thrive – but it takes more than asset allocation. A new model is required.
You and a guest are invited to join local financial advisor, Ray Griffith, CFP® for an informative dinner event especially for retirees or those retiring soon. He will explain – in straightforward, uncomplicated terms – the strategies you can use to protect and grow your assets now and the years to come.
Discussion Highlights:
• Lessons learned from 2008: Why asset allocation failed
• Why your IRA/401(k) is a likely target for tax increases – and how to defend yourself
• Roth IRA conversion: Tax-free retirement or possibly your biggest mistake
• How inflation will change the rules of the game over the next 20 years
• 3 out of 5 retirees will now outlive their savings. Learn action steps you can take right away to avoid being one of them

Isn’t it time to achieve ‘peace of mind’ for your retirement by having a well-built, well-navigated financial plan? Don’t miss this event!
There is no obligation, and no products will be offered or sold.